Filed March 16, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,500 | $74,552-0.1% | $63,005+18.2% | $69,631+7.0% |
| Participation rate | 43.5% | 78.3%-34.8pp | 74.8%-31.3pp | 70.7%-27.2pp |
| Annual return | 21.73% | 15.77%+6.0pp | 87.59%-65.9pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $2,158 | $2,929-26.3% | $2,760-21.8% | $2,032+6.2% |
| Participant deferral / active EE | $2,281 | $2,974-23.3% | $3,329-31.5% | $3,224-29.2% |
| Admin fee / account holder | $0 | $59-100.0% | $3,599-100.0% | $110-100.0% |